Virtual financial advisors in Maryland
How do I find fee-only advisors who work with clients virtually in Maryland?
In Maryland, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Clark Kendall of Kendall Capital Management, Avanti Shetye of Wealthwyzr, LLC and Lindsey Young of Quiet Wealth LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Clark Kendall Kendall Capital Management, Rockville Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Avanti Shetye Wealthwyzr, LLC, Ellicott City Holds the CFP and CFA. Fees on file: subscription, one-time planning fee.
- Lindsey Young Quiet Wealth LLC, Baltimore Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Philip Weiss Apprise Wealth Management LLC, Phoenix Holds the CFA and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Jeremy Eppley Silverstone Financial, Owings Mills Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Matt Lincoln Cadence Planning LLC, Frederick Holds the CFP and EA. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 36
- Firms
- 21
- Cities
- 20
- Hold the CFP
- 47%
- Other credentials: CFA 17% · CPA 3% · EA 8%
- How they charge (of 36 with fees on file): percentage of assets 83% · hourly 72% · fixed fees 39% · ongoing planning fee 28%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
How many fee-only advisors who work with clients virtually in Maryland are there?
The Wellspent public graph lists 36 fee-only advisors who work with clients virtually in Maryland, at 21 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who work with clients virtually in Maryland located?
Of the 36 fee-only advisors who work with clients virtually in Maryland, 8 are in Hanover, followed by 4 in Baltimore and 3 in Columbia.
How do fee-only advisors who work with clients virtually in Maryland charge?
The most common fee among fee-only advisors who work with clients virtually in Maryland is a percentage of assets, used by 83% of the 36 with fees on file. Many use more than one: 72% charge by the hour and 39% charge fixed fees.
How many fee-only advisors who work with clients virtually in Maryland hold the CFP?
47% of the 36 fee-only advisors who work with clients virtually in Maryland hold the CFP certification, based on the credentials listed on each record.
How much do fee-only financial advisors charge in Maryland?
Fee-only financial advisors in Maryland charge a median of $3,800 a year for ongoing planning. We found this across the published prices of 18 Maryland firms.
How much does a one-time financial plan cost in Maryland?
A one-time financial plan from a fee-only firm in Maryland has a median price of $830. We found this across the published prices of 14 Maryland firms.
How does Wellspent decide who counts as fee-only advisors who work with clients virtually?
We count an advisor here when their firm's website says they work with clients virtually.
What should I ask fee-only advisors who work with clients virtually in Maryland?
Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person?
How current is this list of fee-only advisors who work with clients virtually in Maryland?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 36 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Avanti Shetye Fee-only, advice-only planning for high-net-worth retirees, pre-retirees and high earners facing retirement income, tax and equity compensation decisions. | Wealthwyzr, LLC | Ellicott City | CFP, CFA, MBA | Subscription, One-time planning fee |
| Lindsey Young | Quiet Wealth LLC | Baltimore | CFP, MBA, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| Gordon Achtermann | Silverstone Financial | Owings Mills | CFP, MBA | Percentage of assets, Hourly |
| Jeremy Eppley | Silverstone Financial | Owings Mills | CFP, CPWA, APMA, CRPC | Percentage of assets, Hourly |
| Mark Humphries | Sentinel Financial Planning, LLC | Edgewater | CFP | Percentage of assets, Hourly |
| Rianka Dorsainvil | YGC Wealth | Lanham | CFP | Ongoing planning fee |
| Ryan Townsley | Town Capital | Bel Air | CFP, MBA | Percentage of assets, Fixed fees |
| Clark Kendall | Kendall Capital Management | Rockville | AEP, CFA, CFP | Percentage of assets, Ongoing planning fee |
| Nick Booth Advice-only planning for people nearing retirement and millennials balancing big life events with saving for the future. | Nine Inning Finance, LLC | North Bethesda | CDAA, CFP | Subscription, One-time planning fee |
| Philip Weiss | Apprise Wealth Management LLC | Phoenix | CFA, CPA | Percentage of assets, Flat fee or retainer |
| Matt Lincoln | Cadence Planning LLC | Frederick | CFP, EA | Ongoing planning fee |
| Tad Jakes | MFAC Financial Advisors, Inc. | White Hall | CFP, EA, ECA | Percentage of assets, Hourly |
| Steven Jefferys | Arch Financial Advisors, LLC | Bethesda | CFA, CFP, MBA | Hourly, Fixed fees |
| Genti Cici | Wealthy & Wise Family Office | Columbia | CFP | Percentage of assets, Hourly |
| Kimberly Owen | Prostatis Group | Hanover | CFP | Percentage of assets, Hourly |
| Thaddeus Toal | RCS Financial Planning | Annapolis | CFP | Percentage of assets, Hourly |
| Amanda Hopkins Clouser | RCS Financial Planning | Annapolis | CFA | Percentage of assets, Hourly |
| Ashley Perlmutter | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Bradley Sherman | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Colin Exelby | Celestial Wealth Management | Towson | CFP | Percentage of assets, Subscription |
| Endrit Lloshi | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Taiyoung Lee | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Andrew Ashton | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Anne Claire Nornhold | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Brian Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Collin Toal | RCS Financial Planning | Annapolis | Not listed | Percentage of assets, Hourly |
| Jeffrey Venables | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Justin Garritt | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Katherine Groce | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Lawrence Kiely | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Michael Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Ryan Herbert | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Vanessa Pruett-Urie | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Steven Stern | Abel Financial | Eldersburg | CFP | Percentage of assets, Fixed fees |
| Christopher Yeagle | Honeygo Financial | Forest Hill | Not listed | Percentage of assets, Hourly |
| Kendell Phillip | Lockstep Financial | Odenton | Not listed | Percentage of assets, Hourly |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes